Welcome to our session on Sustainable Exploitation Pathways within the EOSC Focus WP4 framework.
Our main goal is to integrate the developments of HE INFRAEOSC projects into the EOSC-landscape monitoring activities. So far, we’ve achieved two significant milestones:
- Formation of the HE Impact Working Group: This group focuses on discussing EOSC’s current developments and fostering synergies and productive collaborations.
- Launch of the EOSC Macro-roadmap: This roadmap plots the initial results from various projects against the SRIA activity areas and will be updated with new results and impact case studies.
Our next step is to support INFRAEOSC projects in evaluating their EOSC-related impacts. We’re excited to introduce the “Sustainable Exploitation Pathways to Impact” session at the upcoming EOSC Winter School 2024, where we’ll test and discuss a new tool: the “Sustainable Exploitation Planning tool.”
Approach
Join us for an engaging and interactive workshop where we dive into the essentials of sustainability. Our session is uniquely structured to focus on two dynamic areas: first, we’ll collaboratively explore the critical sustainability needs of projects to ensure they deliver lasting impact. Then, we’ll shift gears to gather your valuable insights on our preliminary toolkit design, a resource crafted to enhance project sustainability. This workshop is about active participation and hands-on involvement. It’s an ideal platform for INFRAEOSC Project Coordinators, WP Leaders, Communication and Engagement Officers, and Business Developers to come together, share experiences, and contribute to shaping tools that matter in our field. Let’s make this session productive, insightful, and a stepping stone for sustainable project success.
Objectives
Our primary aim for the EOSC Winter School is to refine an impact assessment methodology for HE projects. This will be based on the feedback we receive during the workshop and aligned with the EOSC Partnership Specific Impact Pathways. Key elements of this methodology will include:
- Defining KER-specific impact dimensions and objectives
- Identifying the resources to sustain the KER’s journey towards impact;
- Modelling the KER-specific process that will lead to impact;
- Adopting sustainability and impact indicators to monitor and evaluate the process.
Outcomes
By the end of this session, we aim to develop:
- A comprehensive methodology for self-assessing the sustainability of projects’ KERs.
- A clear path towards delivering impactful projects.
- Tuesday afternoon
Sustainability Planning & Impact
Assessment in HE Projects &
Research Infrastructures - Wednesday morning
Methodological Pilot for Sustainable
Exploitation Planning - Wednesday afternoon
Presentation & Discussion
on Elaborated Plans - Thursday morning
Wrap-up
Welcome to our Tuesday afternoon session, focusing on Sustainability Planning and Impact Assessment in the context of Horizon Europe (HE) projects, the HE EOSC co-programmed Partnership, and Research Infrastructures.
This session is crucial for understanding how sustainability and impact assessment play a pivotal role in the success of HE projects and research infrastructures. We aim to provide insights and practical knowledge that are directly applicable to your projects and initiatives.
Our session will be structured into four concise presentations, each offering a unique perspective on sustainability and impact planning, in HE projects and research infrastructures. We’ll kick off with insights into the EOSC Partnership’s impact pathways, followed by the European Commission’s expectations for INFRAEOSC projects. Next, we’ll explore practical sustainability models in research infrastructures and conclude with the crucial role of communication in driving sustainability and impact. Each talk will be enriched with a lively Q&A, inviting you to engage, inquire, and contribute to the discussion.
Objectives
The goals of this session are to:
- Provide a comprehensive understanding of the EOSC Partnership’s impact pathways and how they are monitored.
- Share the European Commission’s expectations and recommendations for INFRAEOSC projects to achieve significant impact.
- Explore effective sustainability models applicable to research infrastructures.
- Highlight the critical role of communication and engagement in ensuring the sustainability and impact of projects.
Outcomes
By the end of this session, participants can expect to:
- Gain valuable insights into the latest trends and expectations in sustainability planning and impact assessment within the HE and research infrastructure context.
- Learn practical approaches and methodologies for enhancing the impact and sustainability of their projects.
- Have the opportunity to network with experts and peers, fostering potential collaborations and knowledge exchange.
Tuesday Afternoon Session: Sustainability Planning & Impact Assessment in HE Projects & Research Infrastructures
Time: 14:00 – 18:00
Session chair: Aneta Pazik-Aybar
Session rapporteur: Ilaria Nardello
| Timeslot | Activity | Format | Moderator / Facilitator | Content – Participant Experience |
| 14:00 – 14:30 | Impactful INFRAEOSC Projects: EC’s Expectations and Recommendations | Presentation | Kathrin Winkler | Presentation on EC’s expectations for INFRAEOSC projects, followed by a Q&A session. |
| 14:30 – 15:00 | EOSC Partnership Impact Pathways and Monitoring Activities | Presentation | Aneta Pazik-Aybar | Insight into EOSC’s impact pathways, monitoring activities, followed by a Q&A session. |
| 15:00 – 15:30 | Sustainability Modelling in Research Infrastructures | Presentation | Ilaria Nardello | Discussion on sustainability models in research infrastructures, followed by a Q&A session. |
| 15:30 – 16:00 | Coffee Break | Break | – | Time for relaxation, informal discussions, and networking. |
| 16:00 – 16:30 | Lessons learned from the EOSC Task Force on Financial Sustainability | Presentation | Jan Meijer / Dale Robertson | Insight into the work of TF FinSust of relevance for the sustainability planning of project KERs. |
| 16:30 – 17:30 | Intellectual Property Rights – Governance and Management aspects for project results | Interactive | Dale Robertson | Sharing project-related IPR management experiences |
| 17:30 – 18:00 | Summary and Closing Remarks | Plenary | Ilaria Nardello | Summarising key takeaways, Q&A, and closing remarks to wrap up the session. |
This session is an interactive workshop dedicated to exploring and enhancing the Sustainable Exploitation Planning (SEP) methodology.
It is designed to delve into the practical aspects of applying SEP in real-world projects, making it highly relevant for project managers, coordinators, and team members involved in project execution and sustainability planning.
Our session is structured to maximise engagement and practical learning. We’ll kick off with a 15-minute introduction, setting the stage with our objectives, ways of working together, and the expected results and outcomes. Following this, we’ll have a 30-minute segment where selected projects will present their Key Exploitable Results (KERs) and current exploitation plans, offering a real-life context to the discussion. Then, we’ll introduce the SEP methodology and organise breakout groups for a more focused and interactive experience. After a short break, we’ll reconvene for group work in breakout sessions. These sessions are designed to be small (2-5 people per group) to ensure effective collaboration and in-depth discussion, including a special group focused on communication strategies. The session will conclude with a 20-minute period for sharing impressions and discussing the proposed methodology.
Objectives
The primary goals of this session are to:
- Provide a comprehensive understanding of the SEP methodology and its application in real projects.
- Facilitate knowledge exchange and practical insights on project sustainability and exploitation.
- Encourage collaborative problem-solving and innovative thinking among participants.
Outcomes
Participants can expect to leave this session with:
- Enhanced knowledge of SEP and its practical application in various project scenarios.
- Valuable insights from peer discussions and real project presentations.
- New connections and potential collaborations with other professionals in the field.
Wednesday Morning Session: Methodological Pilot for Sustainable Exploitation Planning
Time: 09:30 – 12:30
Session Chair: Jan Meijer
Session rapporteur: Dale Robertson
| Timeslot | Activity | Format | Moderator / Facilitator | Content – Participant Experience |
| 09:30 – 09:45 | Introduction to the Session | Presentation | Aneta Pazik-Aybar | Overview of the session’s objectives, ways of working together, and expected results and outcomes. |
| 09:45 – 10:45 | Presentation of Projects KERs and Current Exploitation Plans | Presentation | Ilaria Nardello, Project Representatives | Selected projects present their Key Exploitable Results (KERs) and current exploitation plans. |
| 10:45 – 11.00 | Coffee Break | Break | ||
| 11:00 – 11.30 | Presentation of SEP Methodology | Presentation | Aneta Pazik-Aybar, Ilaria Nardello | Introduction to the Sustainable Exploitation Planning (SEP) methodology and preparation for breakout groups. |
| 11:30 – 12:15 | Group Work in Breakout Sessions (max n.4 groups) | Interactive Workshop | Sub-program committee | Participants engage in small group work (2-5 per group) focusing on applying SEP methodology, including a communication group. |
| 12.15 – 12:30 | Discussion on SEP methodology application and sharing impressions | Group Discussion | Aneta Pazik-Aybar | Groups share their impressions and discuss the SEP methodology, fostering collaborative problem-solving and insights. |
Join us on Wednesday afternoon for a focused and insightful session dedicated to presenting and discussing the plans that have been elaborated by our participants.
It’s an opportunity to see how theory translates into practice and to learn from the collective experiences of our peers.
Our session is structured to be both informative and interactive. We’ll start with a 60-minute segment where participants present the plans they’ve developed. This is a great chance to see a diverse range of strategies and ideas in action. Following the presentations, we’ll move into a 30-minute discussion focused on the lessons learned. This is where you can share your insights, ask questions, and engage in meaningful conversations about the plans presented. The session will conclude with the preparation of key points that will be presented on day 3. This is not just a listening exercise; it’s an active participation session where your thoughts and feedback are highly valued.
Objectives
The main goals for this session are:
- To showcase the practical application of the plans developed by participants.
- To facilitate a rich discussion on the lessons learned from these plans.
- To prepare and refine key points for a comprehensive presentation on the third day of our program.
Outcomes
By the end of this session, participants can expect:
- A deeper understanding of how different strategies are implemented in real-world scenarios.
- Insightful takeaways from the group discussion, enriching their own knowledge and approach.
- Prepared and polished key points for an impactful presentation on the final day.
Wednesday Afternoon Session: Presentation & Discussion on Elaborated Plans
Time: 15:00 – 19:00
Session Chair: Dale Robertson
Session rapporteur: Jan Meijer
| Timeslot | Activity | Format | Moderator / Facilitator | Content – Participant Experience |
| 15:00 – 16:00 | Presentation of Elaborated Plans | Presentation | Dale Robertson + Project Representatives | Participants present the plans they have developed, showcasing a range of strategies and ideas. |
| 16:00 – 17:00 | Discussion on Lessons Learned /methodology refinement | Group Discussion | Ilaria Nardello + All | A session for sharing insights, discussing the presented plans, and engaging in meaningful conversations. |
| 16:30 – 17:00 | Preparation of Key Points for Day 3 | Workshop | Jan Meijer | Participants work together to refine key points for a comprehensive presentation on the third day. |
| 17:00 – 17:30 | Coffee Break | Break | – | |
| 17:30 – 18:30 | Continuation of Key Points Preparation | Workshop | Aneta Pazik-Aybar | Participants work together to refine key points for a comprehensive presentation on the third day. |
| 18:30 – 19:00 | Closing Remarks and Session Summary | Presentation | Jan Meijer | Summarizing the session, highlighting important takeaways, and providing closing remarks. |
This session recaps the impressions about the hands-on adoption of the proposed SEP methodology and summarises key takeaway messages for its improvement, as emerged from the workshop experience.
It provides a timeline for the SEP refinement and a roadmap for a connected experience of KER sustainability planning for Impact.
- Session Theme: Concluding Reflections and Strategic Planning.
- Focus:
- Recap of key takeaways from the workshop.
- Providing ideas on spaces and places for sustaining the Projects in their KER-impact planning
- Roadmap to SEP methodology refinement and adoption
- Specific Discussion Points:
- Identifying weaknesses and strengths of the proposed SEP methodology
- Providing a forum to sustain the projects in defining their pathways to impact
- Building a community of practice around the SEP.
- Facilitators / Speakers: TBC
Outcomes: An action plan for refining the SEP methodology and support its adoption in the sustainable exploitation planning by the EOSC-related Projects
Bios of the INFRAEOSC Projects: Sustainable Pathways to Exploitation of Key Results sub-committee
Projects
Aneta Pazik-Aybar, NCN (EOSC Focus): Aneta Pazik-Aybar is the Head of the Open Science Team at National Science Centre, Poland (NCN), where she is responsible for coordinating the institute’s Open Science Policy and research data management. She is a national representative to the EC expert Group “EOSC Steering Board”.
EOSC-A Task Forces
- Dale Robertson, EGI Foundation (EOSC Financial Sustainability): Dale Robertson, EGI Foundation (EOSC Financial Sustainability): Dale Robertson is EGI’s EOSC Liaison Manager. She is a Co-Chair of the EOSC Financial Sustainability Task Force, where she offers her experience of leading work relating to policy and sustainability. Dale has led work in several EOSC projects relating to policy and sustainability whilst at EGI and, before that, at Jisc. Prior to that she was Head of European Affairs at GÉANT. Dale holds an MA in Mathematics from the University of Cambridge, a postgraduate diploma in International Studies from the Johns Hopkins University (SAIS) Bologna Center, and a Public Affairs Diploma from the UK Chartered Institute of Public Relations.
- Jan Meijer (EOSC Financial Sustainability): Jan is a Senior Advisor on international strategy for Sikt – Norwegian R&E’s shared ICT service provider. He is a Co-Chair of the EOSC Financial Sustainability Task Force. Jan is known as an innovator, responsible for the creation of several international services in the European research & education networking space, and an experienced project lead. His area of interest and expertise is where technology meets business and people. With a strong Internet technology background, he specialises in “moving-target” projects in complex environments.
European Commission
Kathrin Winkler (EC, DG RTD): Kathrin is currently a Seconded National Expert in the Open Science and Research Infrastructures Unit of the European Commission’s Directorate-General for Research and Innovation. Prior to that, she held various positions at the German Research Foundation (DFG), ranging from research and infrastructure funding to programme development and European and international relations in science. From 2015 to 2020, she headed the DFG’s Latin America Office in São Paulo, Brazil, which promotes the international relations between DFG and funding organisations and scientific institutions in Latin America. She holds a Ph.D. in Physical Chemistry from the Max Planck Institute for Biophysical Chemistry.
EOSC-A
- Ute Gunsenheimer (TBC) (EOSC Focus Project): Ute Gunsenheimer is the Secretary General of the EOSC Association. Before joining EOSC, she was Head of External Relations & EU Projects at the European Spallation Source (ESS) in Lund, Sweden, where she and her team managed the stakeholder relations as well as the national and international grant participations of the organisation. Prior to ESS, Ute was the managing director of the International Communications Unit at Media Consulta International Holding AG, a Berlin-based communications agency. Ute holds a Master’s degree in History and Politics.[in3]
- Ilaria Nardello (EOSC Focus Project): Ilaria is a Senior Policy Officer at the EOSC Association. Ilaria has a broad international managerial experience, with a focus on the spinning up and sustainable management of initiatives at the interface between Research, Policy and Industry. She led the establishment of EMBRC-ERIC and is an expert advisor to the EU Commission. Ilaria holds a Ph.D. in Ecology and Sustainable Management of Biological Resources and an Executive Masters’ Degree in Management and Business Administration of Research Infrastructures.